A rule might state that the PO cannot exceed the value of the requisition that created it.
Use this window to create or update purchase order requests using the following tools:
· Base new requests on previously created header profiles that automatically complete general information to quickly create a new request. You can also update an existing profile or create a new profile that can be used again.
· Select disbursement rules and assign approval tracks. Approval tracks list reviewers that need to sequentially approve a requisition before it can become a purchase order and disbursement rules determine how a purchase order or invoice created from the request is handled.
|
A rule might state that the PO cannot exceed the value of the requisition that created it. |
· Establish purchasing preferences such as the dates the item(s) need to be ordered and delivered, where item(s) should be delivered, and assign a purchasing agent.
· Select the vendor to fill the request, view their website (if existing), select their address and view directions to the selected address.
|
If you are configured to associate specific vendors with selected inventory, the Inventory Code options available are from the Inventory Master table where ID number represents vendor's ID Number on the header of the requisition or purchase order. If you are not configured to associate specific vendors with selected inventory, the Vendor ID Number is automatically 999999999. |
· If the request is a work order, select where the work being requested is to be done.
· Base new requests on previously created line item profiles that automatically complete line item details such as account number and project. You can also update an existing profile or create a new profile that can be used again.
· Complete line item details to determine how many items are being ordered and the cost, catalog number and/or part, if known. You can also split a line item into other line items allocated to different GL accounts and depending upon your configurations, you may be able to search for vendors with lower costs or select from existing inventory codes.
· Quickly identify if items in the request are over or within budget and view detailed budget information to determine how over or under the items are in relation to the budget.
· Update and resubmit a returned request.
When your system is configured to operate in foreign currencies, the major changes to the Requisition Entry process are in the Requisition Header and the Transaction History rows that are created by the process. On the Header tab, the Currency Indicator Message column (upper right corner) displays the currency in which the requisition is going to be entered, but you will see no other visual changes in the Requisition Entry process. The Transaction History Extension rows that are entered on the Detail tab are entered in the denomination of the currency being used.
· Currency Indicator Message * Assign Profiles, Rules and Approval Tracks To view the request's approval
track members and where the request is within the track,
click the View Contact
Profile Requisition Profile Displays the name of the requestor. o Requested By Contact Information If contact information for the requestor exists, the
View Contact Profile
icon If you are making this request for someone else, select their name from the Requested For drop-down options. Displays the name of the user for whom the request was made. o Requested For Contact Information If contact information for the user for whom the request
was made exists, the View
Contact Profile icon To view the request's approval
track members and where the request is within the track,
click the View Contact
Profile · Currency Code * · Total |
Set Purchasing Preferences Suggest a Vendor Designate as a Work Order |
Default Line Items With Line Item Grid · Unit · Quantity · |
* These columns are available only when your system is configured to Operate in Foreign Currency.
Assign Profiles, Rules and Approval Tracks
To view the request's approval track
members and where the request is within the track, click the View Contact Profile 
icon.
Displays the name of the requestor.
o Requested By Contact Information
If contact information for the requestor exists, the View
Contact Profile icon
appears. Click this icon to access the Contact
Information window and view contact information.
If you are making this request for someone else, select their name from the Requested For drop-down options.
Displays the name of the user for whom the request was made.
o Requested For Contact Information
If contact information for the user for whom the request was
made exists, the View Contact
Profile icon appears. Click this
icon to access the Contact Information
window and view contact information.
To view the request's approval track
members and where the request is within the track, click the View Contact Profile
icon.
· Currency Code *
· Total
These fields will only be visible to customers with this licensing.
drop-down field allows you to choose from the State Account Codes (AASIS code) defined in G/L Accounts window. Icon allows you to access the State Account Code Definition window.
drop-down field allows you to choose from the State Procurement Codes defined in the new State Procurement Code Definition window. You can use the icon beside this field to access that window.
If you have selected a vendor on the Suggest a Vendor tab then all of the associated contracts for that vendor will display in this drop-down.
* These columns are available only when your system is configured to Operate in Foreign Currency.
** These columns will only be visible for customers with C3 Arkansas State Reporting licensing.
1. Access the Create Requisition window.
2. To base the request on an existing profile, select it from the Header Order Profile drop-down options. Existing information for the profile automatically appears.
|
If
you select a commonly used profile, related details automatically
appear. This information can be updated, but the updates only
apply to this request. To save the updates for future use,
click the Edit an Order Profile
|
3. To create a new order profile:
a. Click the Add an Order Profile button. The Build an Order Profile window appears.
b. In the Profile Name column, enter a name for the profile you are creating.
c. If
you are creating a profile based on another profile, click the Copy Order Profile 
icon. A copy is made and can be updated as needed.
d. The Created By column automatically displays your name as the creator.
e. From the Order Profile Settings options, determine who can select the profile:
§ To limit access to the profile to yourself, select the Make Profile Private option.
§ To allow other requestors to select the profile you are creating, select the Make Profile Public option.
f. In the Requisition Text column, enter or update a brief description of the request to appear on the requisition.
g. In the Request Date column, enter or select the date the request is being made. This date automatically appears on the requisition when the profile is selected but can be updated as needed.
|
To
select a date, click the Calendar
|
h. In the Requested By column, select or enter who is making the request. The requestor's name automatically appears on the requisition when the profile is selected but can be updated as needed.
|
To search for a requestor, right-click and select Advanced Search. The Name Search window appears where you can search and select the specific requestor. |
i. In the Date to Order column, enter or select the date when you want the request ordered. This date automatically appears on the requisition when the profile is selected but can be updated as needed.
|
To
select a date, click the Calendar
|
j. In the Delivery Deadline column, enter or select the date you want the request delivered. This date automatically appears on the requisition when the profile is selected but can be updated as needed.
|
To
select a date, click the Calendar
|
k. From the Purchasing Agent drop-down options, select or enter the purchasing agent responsible for the request. The purchasing agent's name automatically appears on the requisition when the profile is selected but can be updated as needed.
|
To search for a purchasing agent, right-click and select Advanced Search. The Name Search window appears where you can search and select the specific agent. |
l. From the Ship Goods Here drop-down options, select where the requisition line items are to be shipped. The "ship to" location automatically appears on the requisition when the profile is selected but can be updated as needed.
m. In the Vendor column, select or enter the vendor who can fill the request. The vendor's name automatically appears on the requisition when the profile is selected but can be updated as needed.
|
To search for a vendor, right-click and select Advanced Search. The Name Search window appears where you can search and select the specific vendor. |
n. From the Address drop-down options, select where the vendor's preferred address.
o. From the Location drop-down options, select where the work is to be done from the drop-down options if the profile is a work order.
p. From the Building drop-down options, select the building where the work is to be done from the drop-down options if the profile is a work order.
q. From the Room drop-down options, select the room where the work is to be done from the drop-down options if the profile is a work order.
r. Click the Save button.
s. To close the Build An Order Profile window, click the X icon. The Create Requisition window reappears.
4. From the Disbursement Rule drop-down options, select any guidelines needed for how a purchase order or invoice created from the request is to be handled.
5. To select the approval track for the request when utilizing manual tracks, select the approval track from the Approval Track drop-down options. If automatic tracks are being used, the approval track(s) are automatically assigned when the request is submitted.
|
It is highly recommended that you select an approval track. If an approval track is not selected, the requisition automatically goes from submitted to approved without any approvers reviewing. |
|
To
preview the approval track, click the View
Approval Track Members |
|
Approval tracks are established on the Purchasing Module Setup window, Approvals tab. |
6. In the Requisition Text column, enter a brief description of the requisition.
7. In the Request Date column, enter or select the date the request is being created.
|
The request date determines the budget to be used and what projects are available. |
|
To
select a date, click the Calendar
|
8. In the Requested By column, select who is requesting the purchase order.
|
To search for a requestor, right-c lick and select Advanced Search. The Name Search window appears where you can search and select the appropriate requestor. |
9. If you are making this request for someone else, select their name from the Requested For drop-down options.
10. Establish purchasing preferences, if known:
a. Select the Set Purchasing Preferences tab.
b. In the Date To Order column, enter or select the date you want to have the request ordered.
|
To
select a date, click the Calendar
|
c. In the Delivery Deadline column, enter or select the date by which you want to have the request delivered.
|
To
select a date, click the Calendar
|
d. From the Purchasing Agent drop-down options, select the purchasing agent's ID number.
|
To search for a purchasing agent, right-click and select Advanced Search. The Name Search window appears where you can search and select the appropriate purchasing agent. |
e. From the Ship Goods Here drop-down options, select where the item(s) are to be delivered.
11. Establish vendor preferences, if known:
a. From the Vendor drop-down options, select the vendor to fulfil the request.
|
To search for a vendor, right-click and select Advanced Search. The Name Search window appears where you can search and select the appropriate vendor. |
b. To view the vendor's website:
i. Click
the Open website 
icon. The Connect to website
window appears.
ii. From the list of available URLs for the vendor, select the click on the appropriate link. Your internet browser opens and accesses the selected website.
iii. To close the browser, click the X icon.
iv. To close the Connect to Web Site window, click the Close button or the X icon. The Create Requisition window reappears.
c. To use an alternate address from the one automatically shown for the vendor, select it from the Address drop-down options.
d. To view directions to the vendor's selected address:
i. Click
the Get Directions 
icon. Your internet browser opens and accesses Google maps with driving
directions from your organization to the vendor's address.
ii. To close the browser, click the X icon.
12. Designate the request a work order, if needed:
a. From the Location drop-down options, select where the work is to be done from the drop-down options if the request is a work order.
b. From the Building drop-down options, select the building where the work is to be done from the drop-down options if the request is a work order.
c. From the Room drop-down options, select the room where the work is to be done from the drop-down options if the request is a work order.
13. To base the line items being added to the request on an existing line item profile, select it from the Line Item Order Profile drop-down options and click the Assign button. Existing information for the profile automatically appears for each line item added.
|
If
you select a commonly used profile, related details automatically
appear. This information can be updated, but the updates only
apply to this request. To save the updates for future use,
click the Edit an Order Profile
|
14. To paste line items into the request from Excel:
a. Access the Excel spreadsheet that contains the line items you want to copy and paste into J1 Desktop.
b. Select the line items you want to copy.
|
To select multiple rows, press the Ctrl key and click each row. |
c. Right-click and select Copy or press the Ctrl + C keys.
d. In the J1 Desktop grid, click where you want to paste.
e. Click the Paste from Excel button. The information is pasted into J1 Desktop.
f. Click the Save button.
15. From the Inv Code drop-down options, select a commonly ordered item. Any known details associated with the inventory such as unit, catalog number, description, part number, etc. automatically appear.
16. In the Unit column, enter or update how the item is packaged, priced, or sold. For example, dozen, box of 100, etc.
|
If you selected a commonly ordered item, the unit may automatically appear. The unit can be updated, but only applies to this request. |
17. In the Quantity column, enter how many of this item you are requesting, if known.
18. In the Cost Per Unit column, enter or update the amount that your organization pays to purchase each unit, if known. The difference between the price and the cost is your organization's markup.
|
If you selected a commonly ordered item, the cost per unit may automatically appear. The cost per unit can be updated, but only applies to this request. |
19. In the Account Number column, enter or update the budget account being charged for the request cost.
|
To search for an account, right-click and select Account Number List. The GL Master Account Codes window appears where you can search and select the appropriate account. |
 |
To quickly identify budget information related to an account, right-click and select Budget Lookup. The Budget Lookup window appears where you can review the current budget, posted and unposted balances, encumbrances and available budget. If you select an account that can cover the request expense,
the Under Budget |
a. To split the line item into other line items allocated to different GL accounts, right-click and select Split Line Item. The Split Line Items window appears.
b. From the GL Allocation drop-down options, select the allocation code to be used. The line item is distributed among the appropriate GL accounts.
|
Allocation codes are created by your Purchasing Administrator or Module Manager. See them for more information. |
c. In the Quantity column, update how many of this item you are ordering from the vendor on this split line item, if needed.
d. The Inv Code automatically displays the associated inventory code. To update the inventory code, select it from the drop-down options.
e. In the Unit column, update how the item is packaged, priced, or sold, if needed. For example, dozen, box of 100, etc.
f. In the Cost Per Unit column, update the amount that your organization pays to purchase each unit, if needed. The difference between the price and the cost is your organization's markup.
g. If the account is related to a project other than the one displayed, select it from the Project code drop-down options.
h. In the Catalog # column, update the number or code that the vendor uses to identify the item in their sales catalog and other sales materials, if needed.
i. In the Description column, update the relevant definition of the item. This description appears on the purchase order and invoice.
j. Click the Allocate button. The line item is distributed among the selected GL accounts. The Split Line Items window closes and the Create/Edit Purchase Orders window reappears.
20. In the Description column, enter or update a relevant definition of the item(s). This description appears on the purchase order and invoice.
21. If the account is related to a specific project, select it from the Project code drop-down options.
22. In the Catalog # column, enter or update the number or code that the vendor uses to identify the item in their sales catalog and other sales materials, if known.
|
If you selected a commonly ordered item, the Catalog # may automatically appear. The Catalog # can be updated, but only applies to this request. |
23. In the Part column, enter or update the part name, number, or description the vendor uses to identify the item in their sales catalog and other sales materials, if known.
|
If you selected a commonly ordered item, the Part may automatically appear. The Part can be updated, but only applies to this request. |
24. If you are requesting item(s) from a vendor for several offices or departments at your organization, you can group items that have the same vendor, request date, and shipping location on a purchase order, by selecting the OK To Group checkbox.
25. To submit the request, click the Submit for Approval button. To save the request and submit later, click the Save button. To save the request and start the process of creating another requisition, click the Save & Open New button.
1. Click the Add an Order Profile button. The Build an Order Profile window appears.
2. In the Profile Name column, enter a name for the profile you are creating.
3. If
you are creating a profile based on another profile, click the Copy Order Profile
icon. A copy is made and can be
updated as needed.
4. The Created By column automatically displays your name as the creator.
5. From the Order Profile Settings options, determine who can select the profile:
o To limit access to the profile to yourself, select the Make Profile Private option.
o To allow other requestors to select the profile you are creating, select the Make Profile Public option.
6. In the Requisition Text column, enter or update a brief description of the request to appear on the requisition.
7. In the Request Date column, enter or select the date the request is being made. This date automatically appears on the requisition when the profile is selected but can be updated as needed.
|
To
select a date, click the Calendar
|
8. In the Requested By column, select or enter who is making the request. The requestor's name automatically appears on the requisition when the profile is selected but can be updated as needed.
|
To search for a requestor, right-click and select Advanced Search. The Name Search window appears where you can search and select the specific requestor. |
9. In the Date to Order column, enter or select the date when you want the request ordered. This date automatically appears on the requisition when the profile is selected but can be updated as needed.
|
To
select a date, click the Calendar
|
10. In the Delivery Deadline column, enter or select the date you want the request delivered. This date automatically appears on the requisition when the profile is selected but can be updated as needed.
|
To
select a date, click the Calendar
|
11. From the Purchasing Agent drop-down options, select or enter the purchasing agent responsible for the request. The purchasing agent's name automatically appears on the requisition when the profile is selected but can be updated as needed.
|
To search for a purchasing agent, right-click and select Advanced Search. The Name Search window appears where you can search and select the specific agent. |
12. From the Ship Goods Here drop-down options, select where the requisition line items are to be shipped. The "ship to" location automatically appears on the requisition when the profile is selected but can be updated as needed.
13. In the Vendor column, select or enter the vendor who can fill the request. The vendor's name automatically appears on the requisition when the profile is selected but can be updated as needed.
|
To search for a vendor, right-click and select Advanced Search. The Name Search window appears where you can search and select the specific vendor. |
14. From the Address drop-down options, select where the vendor's preferred address.
15. From the Location drop-down options, select where the work is to be done from the drop-down options if the profile is a work order.
16. From the Building drop-down options, select the building where the work is to be done from the drop-down options if the profile is a work order.
17. From the Room drop-down options, select the room where the work is to be done from the drop-down options if the profile is a work order.
18. Click the Save button.
19. To close the Build An Order Profile window, click the X icon. The Create Requisition window reappears.
|
If your request needed to be updated or adjusted, approvers can return it to you. Once you make the updates, the request can be resubmitted and reconsidered. If a returned requisition is associated with an approval track, it will typically cycle through the same approval process when it is resubmitted. This may vary if the approver or requester made an update that is associated with a different approval track. |
1. Access the Check Requisition Status window.
2. From the Status drop-down options, select Returned.
3. Click the Get Requisitions button. Any returned requests automatically appear.
4. From the Requisition # column, click the link of request you want to update and resubmit. The Edit Requisition window appears.
|
Reviewing any existing feedback may provide details or insight into why the request was returned. |
5. To base the request on a different profile, select it from the Header Order Profile drop-down options. Existing information for the profile automatically appears.
|
If
you select a commonly used profile, related details automatically
appear. This information can be updated, but the updates only
apply to this request. To save the updates for future use,
click the Edit an Order Profile
|
6. From the Disbursement Rule drop-down options, update or select any guidelines needed for how a purchase order or invoice created from the request is to be handled.
7. To update or select the approval track for the returned request when utilizing manual tracks, select the approval track from the Approval Track drop-down options. If automatic tracks are being used, the approval track(s) are automatically assigned when the request is submitted.
|
It is highly recommended that you select an approval track. If an approval track is not selected, the requisition automatically goes from submitted to approved without any approvers reviewing. |
|
To
preview the approval track, click the View
Approval Track Members |
|
Approval tracks are established on the Purchasing Module Setup window, Approvals tab. |
8. In the Requisition Text column, update or enter a brief description of the requisition.
9. In the Request Date column, update or enter or select the date the request is being created.
|
The request date determines the budget to be used and what projects are available. |
|
To
select a date, click the Calendar
|
10. In the Requested By column, update or select who is requesting the purchase order.
|
To search for a requestor, right-click and select Advanced Search. The Name Search window appears where you can search and select the appropriate requestor. |
11. If you are making this request for someone else, update or select their name from the Requested For drop-down options.
12. Update or establish purchasing preferences, if known:
a. Select the Set Purchasing Preferences tab.
b. In the Date To Order column, enter or select the date you want to have the request ordered.
|
To
select a date, click the Calendar
|
c. In the Delivery Deadline column, enter or select the date by which you want to have the request delivered.
|
To
select a date, click the Calendar
|
d. From the Purchasing Agent drop-down options, select the purchasing agent's ID number.
|
To search for a purchasing agent, right-click and select Advanced Search. The Name Search window appears where you can search and select the appropriate purchasing agent. |
e. From the Ship Goods Here drop-down options, select where the item(s) are to be delivered.
13. Update or establish vendor preferences, if known:
a. From the Vendor drop-down options, select the vendor to fulfil the request.
|
To search for a vendor, right-click and select Advanced Search. The Name Search window appears where you can search and select the appropriate vendor. |
b. To view the vendor's website:
i. Click
the Open website
icon. The Connect to website
window appears.
ii. From the list of available URLs for the vendor, select the click on the appropriate link. Your internet browser opens and accesses the selected website.
iii. To close the browser, click the X icon.
iv. To close the Connect to Web Site window, click the Close button or the X icon. The Create Requisition window reappears.
c. To use an alternate address from the one automatically shown for the vendor, select it from the Address drop-down options.
d. To view directions to the vendor's selected address:
i. Click
the Get Directions
icon. Your internet browser opens and accesses Google maps with driving
directions from your organization to the vendor's address.
ii. To close the browser, click the X icon.
14. Update or designate the request a work order, if needed:
a. From the Location drop-down options, select where the work is to be done from the drop-down options if the request is a work order.
b. From the Building drop-down options, select the building where the work is to be done from the drop-down options if the request is a work order.
c. From the Room drop-down options, select the room where the work is to be done from the drop-down options if the request is a work order.
15. To base the line items being added to the returned request on an existing line item profile, update or select it from the Line Item Order Profile drop-down options and click the Assign button. Existing information for the profile automatically appears for each line item added.
|
If
you select a commonly used profile, related details automatically
appear. This information can be updated, but the updates only
apply to this request. To save the updates for future use,
click the Edit an Order Profile
|
16. To paste line items into the returned request from Excel:
a. Access the Excel spreadsheet that contains the line items you want to copy and paste into J1 Desktop.
b. Select the line items you want to copy.
|
To select multiple rows, press the Ctrl key and click each row. |
c. Right-click and select Copy or press the Ctrl + C keys.
d. In the J1 Desktop grid, click where you want to paste.
e. Click the Paste from Excel button. The information is pasted into J1 Desktop.
f. Click the Save button.
17. From the Inv Code drop-down options, update or select a commonly ordered item. Any known details associated with the inventory such as unit, catalog number, description, part number, etc. automatically appear.
18. In the Unit column, enter or update how the item is packaged, priced, or sold. For example, dozen, box of 100, etc.
|
If you selected a commonly ordered item, the unit may automatically appear. The unit can be updated, but only applies to this request. |
19. In the Quantity column, update or enter how many of this item you are requesting, if known.
20. In the Cost Per Unit column, update or enter the amount that your organization pays to purchase each unit, if known. The difference between the price and the cost is your organization's markup.
|
If you selected a commonly ordered item, the cost per unit may automatically appear. The cost per unit can be updated, but only applies to this request. |
21. In the Account Number column, update or enter the budget account being charged for the request cost.
|
To search for an account, right-click and select Account Number List. The GL Master Account Codes window appears where you can search and select the appropriate account. |
|
To quickly identify budget information related to an account, right-click and select Budget Lookup. The Budget Lookup window appears where you can review the current budget, posted and unposted balances, encumbrances and available budget. If you select an account that can cover the request expense,
the Under Budget |
a. To split the line item into other line items allocated to different GL accounts, right-click and select Split Line Item. The Split Line Items window appears.
b. From the GL Allocation drop-down options, select the allocation code to be used. The line item is distributed among the appropriate GL accounts.
|
Allocation codes are created by your Purchasing Administrator or Module Manager. See them for more information. |
c. In the Quantity column, update how many of this item you are ordering from the vendor on this split line item, if needed.
d. The Inv Code automatically displays the associated inventory code. To update the inventory code, select it from the drop-down options.
e. In the Unit column, update how the item is packaged, priced, or sold, if needed. For example, dozen, box of 100, etc.
f. In the Cost Per Unit column, update the amount that your organization pays to purchase each unit, if needed. The difference between the price and the cost is your organization's markup.
g. If the account is related to a project other than the one displayed, select it from the Project code drop-down options.
h. In the Catalog # column, update the number or code that the vendor uses to identify the item in their sales catalog and other sales materials, if needed.
i. In the Description column, update the relevant definition of the item. This description appears on the purchase order and invoice.
j. Click the Allocate button. The line item is distributed among the selected GL accounts. The Split Line Items window closes and the Create/Edit Purchase Orders window reappears.
22. In the Description column, update or enter a relevant definition of the item(s). This description appears on the purchase order and invoice.
23. If the account is related to a specific project, update or select it from the Project code drop-down options.
24. In the Catalog # column, enter or update the number or code that the vendor uses to identify the item in their sales catalog and other sales materials, if known.
|
If you selected a commonly ordered item, the Catalog # may automatically appear. The Catalog # can be updated, but only applies to this request. |
25. In the Part column, enter or update the part name, number, or description the vendor uses to identify the item in their sales catalog and other sales materials, if known.
|
If you selected a commonly ordered item, the Part may automatically appear. The Part can be updated, but only applies to this request. |
26. If you are requesting item(s) from a vendor for several offices or departments at your organization, you can group items that have the same vendor, request date, and shipping location on a purchase order, by selecting the OK To Group checkbox.
27. To resubmit the request, click the Resubmit for Approval button. To save the request and submit later, click the Save button. To save the request and start the process of creating another requisition, click the Save & Open New button.
Update an Existing Order Profile
1. Select the order profile to be updated from the Order Profile drop-down options.
2. Click the Edit an Order Profile 
icon. The Build an Order Profile
window appears.
3. In the Profile Name column, update the name for the profile you are editing, if needed.
4. From the Order Profile Settings options, update who can select the profile, if needed.
5. From the Address drop-down options, update where the vendor's preferred address, if needed.
6. From the Location drop-down options, update where the work is to be done from the drop-down options if the profile is a work order, if needed.
7. From the Building drop-down options, update the building where the work is to be done from the drop-down options if the profile is a work order, if needed.
8. From the Room drop-down options, update the room where the work is to be done from the drop-down options if the profile is a work order, if needed.
9. Click the Save button.
10. To close the Build An Order Profile window, click the X icon. The Create Requisition window reappears.
o To limit access to the profile to yourself, select the Make Profile Private option.
o To allow other requestors to select the profile, select the Make Profile Public option.
11. In the Requisition Text column, update the request description that appears on the requisition, if needed.
12. In the Request Date column, update the date the request is being made, if needed. This date automatically appears on the requisition when the profile is selected but can be updated as needed.
13. In the Requested By column, update who is making the request, if needed. The requestor's name automatically appears on the requisition when the profile is selected but can be updated as needed.
14. In the Date to Order column, update the date when you want the request ordered, if needed. This date automatically appears on the requisition when the profile is selected but can be updated as needed.
15. In the Delivery Deadline column, update the date you want the request delivered, if needed. This date automatically appears on the requisition when the profile is selected but can be updated as needed.
16. From the Purchasing Agent drop-down options, update the purchasing agent responsible for the request, if needed. The purchasing agent's name automatically appears on the requisition when the profile is selected but can be updated as needed.
17. From the Ship Goods Here drop-down options, select where the requisition line items are to be shipped. The "ship to" location automatically appears on the requisition when the profile is selected but can be updated as needed.
18. In the Vendor column, select or enter the vendor who can fill the request. The vendor's name automatically appears on the requisition when the profile is selected but can be updated as needed.
19. From the Address drop-down options, update the vendor's preferred address, if needed.
20. From the Location drop-down options, update where the work is to be done from the drop-down options if the profile is a work order, if needed.
21. From the Building drop-down options, update the building where the work is to be done from the drop-down options if the profile is a work order, if needed.
22. From the Room drop-down options, update the room where the work is to be done from the drop-down options if the profile is a work order, if needed.
23. Click the Save button.
24. To close the Build An Order Profile window, click the X icon. The Create Requisition window reappears.
Delete
an Existing Order Profile
1. Select the order profile to be updated from the Order Profile drop-down options.
2. Click the Delete an Order Profile 
icon. The profile is deleted.
Paste Line Items into the Request from Excel
1. Access the Excel spreadsheet that contains the line items you want to copy and paste into J1 Desktop.
2. Select the line items you want to copy.
|
To select multiple rows, press the Ctrl key and click each row. |
3. Right-click and select Copy or press the Ctrl + C keys.
4. In the J1 Desktop grid, click where you want to paste.
5. Click the Paste from Excel button. The information is pasted into J1 Desktop.
6. Click the Save button.
Common Functionality for Data Entry Windows
icon or right-click and
select 
icon. The
icon appears. If you select an account
that cannot cover the request cost, the 
icon
appears.